David Smith is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fsc Securities Corp, Investment Professionals, Inc., and Edward Jones. Outside of advising, he is also an insurance agent and owner of Deep South Investment Services LLC, a company involved in payroll, taxes, and licensing. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with tools like asset-allocation models and automated rebalancing, managing portfolios that include various asset types across discretionary and non-discretionary accounts.

Margaret Coleman is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank and Hancock Whitney Bank. Outside of her advisory role, she serves on the board of directors for the Fore Kids Foundation and is a board member of the Bogue Falaya Towers Condominium Homeowner's Association. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes both affiliated and third-party managers.

David Rochon is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, NA since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Anne Boudreaux is a financial advisor at Merrill with 29 years of industry experience. She holds a Series 66 designation and previously worked for Rice, Voelker, LLC for 26 years before joining Merrill in 2022. Anne serves as treasurer and board member of the Old Mandeville Business Association and volunteers at the Women's Center for Healing & Transformation, assisting women with budgeting and basic financial skills. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Paul Morgan is a CFP® professional with 31 years of industry experience, currently advising clients at Raymond James & Associates since 2013. He holds Series 63 and Series 65 licenses and is based in Mandeville, LA. Outside of his advisory role, he is a paid notary and holds a non-practicing real estate license with Keller Williams Realty. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research resources and a variety of portfolio management styles.

Robert Kantor is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Cetera since 2022 and previously at Hancock/Whitney Bank and Hancock Investment Services. Kantor serves on the finance committee and as an advisor to the board at the Ronald McDonald House of South Louisiana, assisting with investment decisions and policy-making. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to third-party money managers.

Louis Nogues is a financial advisor with LPL Financial in Slidell, Louisiana, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, he is involved with the Nogues Family Testamentary Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William Trist is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996 and holds the CERTIFIED FINANCIAL PLANNER® designation awarded in 2000 by the Certified Financial Planner Board of Standards, Inc. He is also a qualified Portfolio Manager, providing clients with personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. William's expertise covers a range of client focus areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and sports & entertainment. He aims to deliver the resources of Merrill alongside the banking convenience of Bank of America in a customized approach to help clients navigate the complexities of financial planning. William Trist graduated from Louisiana State University and holds a bachelor's degree. He graduated from Jesuit High School prior to that. He lives in Covington, Louisiana with his wife, Allison, and their two daughters, Sophie and Georgia. William is also involved with the ForeKids Foundation. His personal interests include cooking, fishing, golfing, spending time with his family, and traveling.

Stacy Locicero is a financial advisor with Morgan Stanley in Mandeville, LA, holding a Series 63 designation and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved tools and methodologies.

Monica Contreras is a Series 66-licensed financial advisor with Morgan Stanley, based in Mandeville, LA, bringing 20 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.

Robert Laville is a financial advisor with LPL Financial in Mandeville, LA, holding Series 63, 65, and 66 licenses with 14 years of industry experience. He has been affiliated with both LPL Financial and Home Bank since 2015. Outside of advising, he is involved in a construction and mortgage business as well as multiple real estate-related ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and managed portfolio programs, supported by proprietary research and technology tools.

Eric Dubroc is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 37 years of industry experience. His career includes roles at Securities America Advisors and BEAM Asset Management. He also owns a business selling life insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, corporations, and charitable organizations, through a wide network of advisers and multiple advisory platforms. The firm employs asset-allocation tools and offers integrated brokerage, investment advisory services, and access to third-party money managers.

John Lobdell is a Series 66-licensed financial advisor with Morgan Stanley in Mandeville, Louisiana, bringing 24 years of industry experience. He has worked with Morgan Stanley since 2012 and has been affiliated with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in Lobdell Holdings, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers comprehensive financial planning using structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

William Dunbar serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial guidance to business owners, families, and institutions, focusing on comprehensive wealth management and planning strategies. His expertise includes executive compensation, family wealth management strategies, philanthropic planning, tax minimization, and services tailored for endowments, foundations, non-profits, and defined contribution plans. He holds multiple credentials including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). William earned Bachelor's degrees from Auburn University and St. Joseph Abbey Seminary College, and a Master's degree from Saint Meinrad. He is fluent in English and Spanish and is affiliated with professional organizations such as the Auburn Alumni Association, Men of St. Joseph, That Man is You!, and Knights of Columbus. Beyond his professional endeavors, William is involved with community organizations including Habitat for Humanity - St. Tammany and the St. Joseph Abbey Seminary College Alumni Board Executive Council. His personal interests include boating, camping, chess, cooking, fishing, football, hunting, pickleball, soccer, and spending time with his family.

Paul Avegno is a CFP®-certified financial advisor with J.P. Morgan Securities, bringing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Caballero Casting. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Justin O'rourke III is a financial advisor at Edward Jones in Mandeville, LA, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ksenia Theard is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018. Prior to her current role, she spent nine years at Caesars Entertainment Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jerrold Rabalais is a Series 66-licensed financial advisor with Edward Jones in Covington, LA, where he has worked since 2007, totaling 18 years of industry experience. Outside of his advisory role, he is a partner at Bama Berry Farms, LLC, a farming business in Tylertown, MS, where he is involved in maintaining the lawn and facilities. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive network of advisors and branches and its additional capabilities beyond advisory services.

Michael Plasko is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley entities since 2009, currently working at Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and utilizes firm-approved tools to model financial outcomes, offering services primarily in an advisory capacity.

Noah Bordelon is a Series 66-licensed financial advisor with Edward Jones in Mandeville, LA. He joined Edward Jones in 2026 and has prior work experience at Crescent City Physicians Inc. and several other businesses, including Bees Outdoor Maintenance LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.